An investment concept, tailor-made for your requirements
An investment is there to grow your money. This is exactly what we are pursuing for you with WISE Wealth Expert.
Investing money properly is a big challenge
That’s why at WISE Wealth Expert we rely on some of the best investment professionals in the world.* They all draw on their many years of experience in their respective fields. Because they know the markets in which they invest very well.
With the help of a multi-stage financial-mathematical process, we create and manage the portfolios. A team of experts calculates the right portfolio for you.
The implementation and execution of the portfolio composition as well as the recalculation of your investment when predefined limits are exceeded – also known as rebalancing – is managed with the support of technical programs.
WISE Wealth Expert at a glance
Risk warning: The capital investment is associated with risks. Neither capital preservation nor income are guaranteed. The value of your investment may go down as well as up. The invested capital may be lost. Past performance is not a reliable indicator of future performance. The specific development of the financial instruments depends on the development of the capital markets.
This is how we invest your money for you
Your investment strategy
Our scientifically based questionnaire tells us how much risk you are willing to take with your investment. Your answers are then analyzed using a complex advisory algorithm. On this basis, we recommend one of seven investment strategies that are best for you personally to achieve your goal.
Globally diversified portfolio
We invest your investment for you worldwide and widely diversified across different asset classes.* The broad distribution in your portfolio ensures that your investment is better protected against risks. The composition of your portfolio can vary depending on the strategy, because each asset class has different characteristics. These are, for example, different levels of risk, earnings potential and value developments under different market conditions.
International investment experts
More than 12 investment experts from 8 renowned investment companies take care of the investments in the markets. A unique team looking for the best investment opportunities for you worldwide. Regardless of whether they belong to Julius IPB or not, we only select investment professionals for you who have already proven themselves in their asset class, region or sector. Many of these professionals typically only care about the fortunes of some of the largest companies and institutions in the world. We give you access that is often closed to private customers.
Ongoing monitoring with sensible adjustments
In order to achieve your financial goal, we rely on an optimal mix of human expertise and machine precision and speed. Our investment experts keep an eye on your investment over the long term and make changes in direction depending on the market situation. In addition, a drift detection algorithm ensures that your portfolio moves within the framework of the strategy. In the event of a negative deviation, sensible adjustments are also made here. This is how we take care of avoiding unnecessary risks for you and making the best possible use of opportunities.
Stay flexible
Even if investing is something long-term:
We offer you the full flexibility as with call money. Your money is always available to you.
- Deposits and withdrawals possible at any time
- Set up, suspend or stop a savings plan
- No minimum term. You can get your money anytime
